WWM
WT Wealth Management’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,487
| Closed | -$291K | – | 120 |
|
|
2022
Q1 | $291K | Sell |
3,487
-71
| -2% | -$5.93K | 0.11% | 100 |
|
|
2021
Q4 | $301K | Buy |
3,558
+250
| +8% | +$21.2K | 0.11% | 105 |
|
|
2021
Q3 | $271K | Sell |
3,308
-470
| -12% | -$38.5K | 0.1% | 106 |
|
|
2021
Q2 | $324K | Buy |
3,778
+5
| +0.1% | +$429 | 0.13% | 105 |
|
|
2021
Q1 | $309K | Sell |
3,773
-1,007
| -21% | -$82.5K | 0.14% | 104 |
|
|
2020
Q4 | $316K | Sell |
4,780
-1,493
| -24% | -$98.7K | 0.17% | 99 |
|
|
2020
Q3 | $314K | Buy |
6,273
+518
| +9% | +$25.9K | 0.21% | 85 |
|
|
2020
Q2 | $282K | Buy |
5,755
+3
| +0.1% | +$147 | 0.23% | 73 |
|
|
2020
Q1 | $235K | Buy |
5,752
+734
| +15% | +$30K | 0.25% | 60 |
|
|
2019
Q4 | $329K | Buy |
5,018
+727
| +17% | +$47.7K | 0.25% | 70 |
|
|
2019
Q3 | $262K | Buy |
+4,291
| New | +$262K | 0.23% | 72 |
|